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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SI
4001
SimpliFi Inc
California
$122M +$1.56M +1% 0.9% 26.7% 14 0%
JFGLC
4002
Johnson Financial Group LLC (Colorado)
Colorado
$122M -$11.2M -8% 1.4% 45.4% 93 39.78%
CC
4003
Cassaday & Co
Virginia
$122M +$10.7M +10% 1.46% 62.5% 34 14.71%
GP
4004
Geneva Partners
Wisconsin
$122M -$12.1M -9% 1.35% 252% 93 27.96%
GECH
4005
Garnet Equity Capital Holdings
New York
$122M -$3.38M -3% 0.91% 230% 32 40.63%
IC
4006
Investment Counsel
Michigan
$122M -$5.01M -4% 2.67% 50.1% 57 7.02%
II
4007
Ibex Investors
Colorado
$121M -$50.9M -30% 9.1% 4.48% 316 87.34%
AIA
4008
Allied Investment Advisors
Montana
$121M +$2.76M +2% 3.44% 60.6% 53 18.87%
PK
4009
Pflug Koory
Nebraska
$121M -$5.19M -4% 2.78% 431 11.6%
SIAM
4010
Sterling Investment Advisors (Missouri)
Missouri
$121M +$236K +0.2% 1.01% 37.8% 28 0%
WCM
4011
Wildcat Capital Management
New York
$121M +$27.2M +29% 15.3% 126% 15 33.33%
WA
4012
Wheatland Advisors
Pennsylvania
$121M -$2.46M -2% 1.39% 30.5% 100 6%
GEA
4013
Glen Eagle Advisors
New Jersey
$121M +$6.14M +5% 0.67% 63% 709 13.96%
PFT
4014
Providence First Trust
Arizona
$121M +$9.89M +9% 1.77% 45.6% 71 11.27%
PWA
4015
Peterson Wealth Advisors
Utah
$121M +$10.4M +9% 1.14% 38.9% 49 12.24%
KIP
4016
Kayak Investment Partners
California
$121M -$84.1M -41% 21.4% 27% 20 45%
GGPE
4017
Golden Gate Private Equity
California
$121M +$2M +2% 4.56% 8.72% 24 20.83%
PFM
4018
Premier Fund Managers
United Kingdom
$121M -$15.8M -12% 0.48% 56.6% 43 6.98%
EIG
4019
Ellenbecker Investment Group
Wisconsin
$121M +$1.06M +0.9% 1.52% 48.8% 48 8.33%
LFWA
4020
LBJ Family Wealth Advisors
Texas
$121M -$819K -0.7% 1.04% 59% 17 0%
LA
4021
LFL Advisers
Illinois
$121M +$16.5M +16% 1.28% 63.5% 10 10%
MI
4022
Moneywise Inc
Virginia
$120M -$13.2M -10% 1.56% 58% 41 9.76%
UC
4023
Unio Capital
New Jersey
$120M +$164K +0.1% 0.32% 85% 89 23.6%
AIC
4024
Ayalon Insurance Company
Israel
$120M -$2.67M -2% 0.84% 89.3% 49 10.2%
SCA
4025
Sander Capital Advisors
Washington
$120M +$7.61M +7% 11.2% 68.8% 22 40.91%